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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Dynamic Advisor Solutions
Arizona
$756K -$678K -5,838 -47%
RB
727
Renasant Bank
Mississippi
$743K – – –
CGFA
728
Colton Groome Financial Advisors
North Carolina
$741K -$575K -4,950 -44%
USCWA
729
U.S. Capital Wealth Advisors
Texas
$738K -$276K -2,376 -27%
AWA
730
Arkadios Wealth Advisors
Georgia
$738K +$155K +1,338 +27%
WP
731
WealthPLAN Partners
Nebraska
$736K -$92.8K -799 -11%
APWM
732
Atlas Private Wealth Management
New York
$730K – – –
CWA
733
Clearview Wealth Advisors
Oregon
$730K +$124K +1,068 +21%
AFC
734
AFT Forsyth & Company
Florida
$726K – – –
AIM
735
Axiom Investment Management
New York
$723K +$7.9K +68 +1%
PCA
736
Peddock Capital Advisors
Massachusetts
$721K +$581 +5 +0.1%
BCM
737
Boltwood Capital Management
California
$709K – – –
TWM
738
Thrive Wealth Management
Pennsylvania
$706K +$705K +6,072 New
FIBT
739
First International Bank & Trust
North Dakota
$700K +$699K +6,023 New
BWM
740
Benchmark Wealth Management
Connecticut
$699K – – –
CPIG
741
Chicago Partners Investment Group
Illinois
$698K -$21K -181 -3%
FCMA
742
Foresight Capital Management Advisors
Michigan
$696K +$695K +5,983 New
SP
743
Successful Portfolios
Florida
$692K – – –
EWA
744
EverSource Wealth Advisors
Alabama
$692K +$691K +5,953 New
AWM
745
Aries Wealth Management
Maine
$688K +$107K +921 +18%
PWLP
746
Prio Wealth Limited Partnership
Massachusetts
$685K -$207K -1,785 -23%
ARC
747
Advisor Resource Council
Texas
$684K +$683K +5,885 New
MBFW
748
Morton Brown Family Wealth
Pennsylvania
$676K +$675K +5,814 New
TSS
749
Two Sigma Securities
New York
$662K +$661K +5,689 New
W
750
WealthOne
New York
$661K -$16.4K -141 -2%
28 29
30
31 32